Sze Family Charitable Foundation
Sze Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cambridge, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.
Key facts about Sze Family Charitable Foundation
- EIN
- 47-6437037
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $431,514
Data from IRS Form 990-PF, 2024; updated September 2026.
How Sze Family Charitable Foundation gives
- Giving grew 267% from 2020 to 2023. Method
- In 2023 it paid out 511% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Sze Family Charitable Foundation
- How to evaluate Sze Family Charitable Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Sze Family Charitable Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$432K
+13.5% YoY
Revenue
$8K
-127.5% YoY
Net Investment Income
—
-100.0% YoY
Expenses
$14K
-87.2% YoY
Under IRS private-foundation payout rules, Sze Family Charitable Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About Sze Family Charitable Foundation
Based on IRS filings
Sze Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Cambridge, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $432K in total assets.
Focus Areas
Ready to take the next step with Sze Family Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $431,514 | $380,190 | $361,726 |
| Revenue | $7,799 | $-28,348 | $-23,262 |
| Expenses | $14,273 | $111,289 | $36,887 |
| Qualifying Distributions | — | $110,000 | $25,000 |
| Net Investment Income | — | $6,296 | — |
| Distributable Amount | $20,260 | $21,546 | $19,140 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Cecilia Sze | Trustee | 1 | — |
| Michael Sze | Trustee | 1 | — |
| Camille W Sze | Trustee | 1 | — |
| Jocelyn a Sze | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sze Family Charitable Foundation?
Sze Family Charitable Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Cambridge, MA. It holds $432K in total assets as of 2024.
How large is Sze Family Charitable Foundation?
As of 2024, Sze Family Charitable Foundation holds $432K in total assets with $8K in annual revenue.
Where does Sze Family Charitable Foundation operate?
Sze Family Charitable Foundation has awarded grants in California, Massachusetts, Missouri, Pennsylvania.
How much is Sze Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sze Family Charitable Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sze Family Charitable Foundation's EIN?
Sze Family Charitable Foundation's EIN (Employer Identification Number) is 47-6437037. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Sze Family Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Gofundmeorg
West Hollywood, CA
Assets
$9.2M
Grants
75
Total Given
$7.2M
Trio Foundation AKA RITA BLITT FUND
Wilmington, DE
Assets
$4.4M
Grants
41
Total Given
$497K
Sethness Family Foundation
Chicago, IL
Assets
$2.8M
Grants
48
Total Given
$192K
Westly Foundation
Wilmington, DE
Assets
$4.1M
Grants
55
Total Given
$1.2M
The Oakland Athletics Community Fund
West Sacramento, CA
Assets
$3.9M
Grants
56
Total Given
$371K
California Physicians' Service Fdn
San Francisco, CA
Assets
$80.7M
Grants
90
Total Given
$16.6M
Community Initiatives
Oakland, CA
Assets
$75.3M
Grants
101
Total Given
$23.1M
Bella Vista Foundation
San Francisco, CA
Assets
$68.4M
Grants
105
Total Given
$3.8M
Dome Construction Foundation
South San Francisco, CA
Assets
$185K
Grants
116
Total Given
$356K
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
Assets
$83.3M
Grants
144
Total Given
$67.7M
California Healthcare Foundation
Oakland, CA
Assets
$765.4M
Grants
321
Total Given
$39.7M
The Rockefeller Foundation
New York, NY
Assets
$6.4B
Grants
381
Total Given
$233.2M
More Funders in Massachusetts
Data last updated September 2026. Sourced from IRS Form 990-PF filings.